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Callan Family Office’s Willis Towers Watson WTW Stock Holding History

Callan Family Office’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$885K Sell
3,387
-786
-19% -$210K 0.02% 629
2026
Q1 		$1.21M Sell
4,173
-103
-2% -$31.6K 0.03% 505
2025
Q4 		$1.41M Buy
4,276
+816
+24% +$267K 0.03% 448
2025
Q3 		$1.2M Sell
3,460
-1,284
-27% -$416K 0.04% 347
2025
Q2 		$1.45M Buy
4,744
+1,338
+39% +$415K 0.05% 323
2025
Q1 		$1.15M Buy
3,406
+54
+2% +$17.6K 0.09% 198
2024
Q4 		$1.05M Buy
3,352
+2,067
+161% +$634K 0.07% 245
2024
Q3 		$378K Buy
1,285
+7
+0.5% +$1.96K 0.06% 121
2024
Q2 		$335K Buy
+1,278
New +$330K 0.06% 112

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's WTW Position: Q2 2026 in Review

Callan Family Office reduced its Willis Towers Watson (WTW) stake by 19% in Q2 2026, selling an estimated $210K and leaving 3,387 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #629.

Callan Family Office first reported a position in WTW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Callan Family Office held 3,387 shares of Willis Towers Watson worth $885K as of Q2 2026.
  • Callan Family Office sold 786 Willis Towers Watson shares in Q2 2026, an estimated $210K.
  • Willis Towers Watson made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #629 holding.
  • Callan Family Office first reported a position in Willis Towers Watson in Q2 2024 and has held it in 9 quarters since.
  • Callan Family Office's Willis Towers Watson position peaked at $1.45M in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.